Vault CRM Permission Sets
Customers can quickly enable basic Vault CRM functionality for their users by assigning the provided permission sets to the appropriate security profiles. These permission sets include object permissions, field permissions, page access, tab visibility, and object page layout assignments. They do not include VMOCs and custom settings, including Veeva Settings and Multichannel Settings.
The following permission sets are available in Vault CRM:
Approved Email Integration User Permission Set
Assign the Approved Email Integration User Permission Set to integration users defined for the integration between Vault CRM and PromoMats/MedComms.
This permission set enables the following features:
Approved Email End User Permission Set
Assign the Approved Email End User Permission Set to users to allow them to send and manage approved email messages and track activity.
This permission set enables the following features:
Sending Approved Emails
- Composing Approved Emails
- Managing Approved Email Recipients
- Sending Approved Emails from Default Entry Points
- Bounced Email Management
- Email Tab
- Customizing Email Header Behavior
- Aligning Approved Email Content to Users
- Defining the Language of Approved Email Content
- Filtering Approved Email Fragments
- Setting Consent at the Email Template Level
- Restricted Words in Approved Email
Reporting in Approved Email
Approved Notes End User Permissions
Assign the Approved Notes End User Permission Set to users to allow them to interact with Approved Notes.
This permission set enables the following features:
Approved Notes Integration User Permissions
Assign the Approved Notes Integration User Permission Set to integration users defined to create Monitored Text in Approved Notes.
This permission set enables the following features:
CLM Integration User Permission Set
Assign the CLM Integration User Permission Set to integration users defined for the integration between Vault CRM and PromoMats/MedComms.
This permission set enables the following features:
CLM End User Permission Set
Assign the CLM End User Permission Set to users to allow them to view their media libraries and display presentations.
This permission set enables the following features:
Consent Capture End User Permission Set
Assign the Consent Capture End User Permission Set to users to allow them to view and capture consent.
This permission set enables the following features:
- Creating Consent Headers
- Creating Consent Types
- Creating Consent Lines
- Defining the Display Order of Consent Channels and Lines
- Managing Consent Durations
- Using Consent Confirmation Emails
- Selecting the Preferred Language
- Managing Channel Values
- Granting Consent
- Confirming Consent Changes with Signatures and Paper Consent IDs
